198 results found
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Enable download option from listviews for Upload - Image fields
The current functionality within listviews allows the user, if the option is enabled, to request the download of the files in a specific Upload - Multiple file storage field to a ZIP file.
This functionality is not currently available for the field type Upload - Image. We would like to have this option available, as the current workaround requires the configuration of 2 API services and short script to get the same result.
9 votes -
Dynamic Visibility should copy over to new System Versions
Currently, when SmartVersioning is used, it will copy over all the fields in the Core version to the new version. It does not, however, copy over the dynamic visibility. So if the dynamic visibility changes between versions, you have to manually keep all of your dynamic visibilities updated to the newest versions. This is a pain when you have to manage dozens of dynamic visibility fields.
It would make more sense that, if a dynamic visibility is set to the Core version, that it automatically adds the new version that is stamped from the Core. If fore some reason this…
9 votes -
Preview Subject in Communication Center
When preparing an email in the Communication Center, the "Preview" button previews only the body, not the subject. It would be great to include the subject in the preview as it contains often variables or sslogic statements
9 votes -
Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report
A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.
1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.
2) We don't use all of the other information that is in the Pro report.…
9 votes -
Allow for accounts to be created/accessed with either a Username or Email Address
We are running into a limitation whereby applicants/users have a need to change their email addresses on a semi-regular basis. Researchers move institutions frequently enough and when doing so they will receive new email addresses.
This often leads to duplicate accounts if they need to reset their password and don't have access to their original email address at the previous institutions. Additionally, if they don't remember having created an account and then register under their new email address, this bypasses the duplicate check. Lastly, using the email address limits the ability to update the email address without making their account…
9 votes -
Make it possible to restore the little "building" icon to the portal header to change the active organization association for selected roles
We have many external users who are associated with more than one organization, and we have spent three years training them (including designing training materials, slide decks, and videos) to use the 'building' icon in the portal header bar to manage their active organization association.
The new version is not 'intuitive' or 'easy' for our users to catch on to how to chance associations. Please make it possible for us to restore the building icon and its function.
9 votes -
Ability to Search Lookup - Autocomplete Field Options in Batch Update
When using the batch update for a Lookup - Autocomplete custom field having the ability to search the list of options is helpful when navigating a long list of options. Currently you must scroll through the alphabetical list which is time consuming and prone to errors.
9 votes -
Enhancements to the T2P Tool
After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:
- Pagination in "Changes Logged Against This Project"
The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.
Pagination would significantly improve usability and efficiency.
- Promoted indicator should be tied to ENVIRONMENT
We have noted several that the current behaviour is not ideal. The main suggestions would be:
--> The Promoted field should reflect the status of that change…8 votesWe plan to review pagination, search, and filtering capabilities within the T2P tool. If versioning is not being promoted, it should be reported as a defect to support.
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Bring back ability to choose different email addresses when using Email Templates/Group Email
It is critical and imperative for our work that the ability to choose different email addresses when using Email Templates/Group Email is implemented again (in the deprecated personal email settings). This has a major impact on the work that we do. We rely on this feature quite heavily. Without this feature we need to email stakeholders manually, which is taking a step back for us.
8 votesWe plan to allow the ability to specify multiple “From” email addresses in a future release. This will most likely be added at Global Settings > Communications > Email Options and Security > From Address
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Allow users to copy a system list view without needing edit access
I would like to be able to give users the ability to copy an existing system listview and save it as a personal listview.
Currently, a system list view can only be copied if a user has EDIT access to it. This access is only granted if you are a UTA Admin or a Global Admin.
My users are not system admins or UTA admins for Grant Manager, so they do not have the ability to EDIT or copy a system list view.
So, I would like users to be allowed to copy a system list view without needing edit…
8 votes -
Bottom scroll bar
On the L2 view within the L1, there are two scroll bars on the right and then a bottom scroll bar below all the L2s. if there are many L2s on the list, one would have to scroll all the way down to move the scroll bar to the right. It would be nice to have the bottom scroll bar be static on the page.
8 votesUnder Consideration ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We agree this should be considered. We will look at this in an upcoming release.
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Improve Global Search Functionality in Donor Portal by incorporating fuzzy search and typo tolerances
The search functionality for the end users is far too strict, to where you will get different results when using an apostrophe versus not using one. Being able to incorporate AI into this search or another method to simulate a fuzzy search will vastly improve the end user experience when using the search functionality.
8 votes -
Advanced filtering and search on workflows/tasks
The list view search and filter criteria far exceeds the workflow search (which only allows 1 condition). Would love to see the functionality that is currently available in UTA searches be applied to workflow and task searches
8 votes -
Permission Quick Edit: Security Matrix checkboxes for Fields
It would be really helpful to have the option in the various Security Matrix sections to toggle all the checkboxes on or off across for a particular field, not just down for a Role or Status.
And as we can do with the 3 dots in the header row to "Copy Row Settings", I'd like to be able to "Copy Field Settings".
Use Case: I have a similar update I'd like to make to a large number of new fields to remove all the current permissions and replace with updated permissions and need to go through each field and each…
8 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest for future consideration.
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Add alternative signatory to sign while using Adobe e-sign
In Adobe e-sign, a user is able to assign a signatory and an alternative signatory (proxy signatory) to the same signature spot, but only one can sign. Would it be possible to do the same in the Smart Simple platform, as Adobe eSign is used as the interface?
8 votes -
Field Change History and Workflow History
Currently, on a Level One record, the Logs button includes two separate items: Field Change History and Workflow History. Our developer has proposed consolidating Field Change History into Workflow History to streamline the debugging process.
This would allow developers to view data changes—such as values passed to custom fields—directly within the workflow history. If a workflow fails, this visibility would make it easier to trace what data was modified at each step, improving troubleshooting efficiency without the need to switch between tabs.
8 votes -
7 votes
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Enable other users to delete from the Message Queue without making them Global Administrators
SmartSimple should allow to enable other user roles to delete from the Message Queue without making them Global Administrators. This way other users will be able to delete emails that they accidentally triggered so that they won't be mistakenly sent out.
7 votes -
Org and Contact Profile Verifications
Currently to have any sort of verification process on org profiles and contact profiles being up to date one has to use statuses and workflows to push them back and forth and this is the best practice for verifying these are up to date when submitting an application.
Many clients request the ability to check whether these have been updated recently by the applicant as part of the application submission process. It would be nice if there was a way to enforce that applicants confirm their org/contact profiles are up to date without having to configure statuses. Similarly with the…
7 votes -
Version is reports
When a UTA is using SmartVersioning, I would like to be able to add the @version@ information in reports (similar to what you can do in list views)
7 votes
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